CX Institutional’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.43M | Sell |
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|
2025
Q2 | $2.65M | Sell |
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|
2025
Q1 | $5.31M | Buy |
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|
2024
Q4 | $2.56M | Buy |
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|
2024
Q3 | $2.37M | Sell |
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|
2024
Q2 | $2.3M | Sell |
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|
2024
Q1 | $2.4M | Sell |
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|
2023
Q4 | $4.16M | Sell |
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|
2023
Q3 | $3.86M | Sell |
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|
2023
Q2 | $5.23M | Buy |
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|
2023
Q1 | $3.68M | Buy |
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|
2022
Q4 | $1.77M | Sell |
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|
2022
Q3 | $4.56M | Buy |
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|
2022
Q2 | $691K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $58K | Sell |
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|
2021
Q2 | $91K | Sell |
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|
2021
Q1 | $92K | Sell |
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|
2020
Q4 | $835K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $50K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $433K | Buy |
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